Amundi’s Morningstar MORN Stock Holding History

Amundi’s Portfolio MORN Stock Details MORN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$300K	Buy	1,775 +377	+27%	+$70K	﹤0.01%	1743
2025 Q4	$304K	Buy	+1,398	New	+$303K	﹤0.01%	1647
2025 Q3	–	Sell	-162,681	Closed	-$50.5M	–	1649
2025 Q2	$50.5M	Buy	162,681 +161,968	+22,716%	+$47.9M	0.02%	559
2025 Q1	$207K	Sell	713 -15	-2%	-$4.72K	﹤0.01%	1670
2024 Q4	$235K	Sell	728 -192,048	-100%	-$65.6M	﹤0.01%	1705
2024 Q3	$64.6M	Buy	192,776 +761	+0.4%	+$236K	0.02%	497
2024 Q2	$57.9M	Buy	192,015 +192,000	+1,280,000%	+$56.8M	0.02%	487
2024 Q1	$4.39K	Hold	15	–	–	﹤0.01%	1941
2023 Q4	$4.12K	Hold	15	–	–	﹤0.01%	1980
2023 Q3	$3.38K	Hold	15	–	–	﹤0.01%	1989
2023 Q2	$2.95K	Hold	15	–	–	﹤0.01%	2013
2023 Q1	$3.03K	Hold	15	–	–	﹤0.01%	2032
2022 Q4	$3.57K	Hold	15	–	–	﹤0.01%	1863
2022 Q3	$3K	Buy	+15	New	+$3.57K	﹤0.01%	1817

Other funds holding MORN

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Los Angeles Capital Management Los Angeles, California $25.4B AUM 38.46% 1-Year Est. Return

Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return

Amundi's MORN Position: Q1 2026 in Review

Amundi increased its Morningstar (MORN) stake by 27% in Q1 2026, buying an estimated $70K and bringing the position to 1,775 shares worth $300K. The position accounts for ﹤0.01% of the portfolio, ranked #1743.

Amundi first reported a position in MORN in Q3 2022 and has held it in 14 quarters since. The position peaked at $64.6M in Q3 2024. 442 funds tracked by Wall St. Rank hold MORN as of Q1 2026.

Amundi held 1,775 shares of Morningstar worth $300K as of Q1 2026.
Amundi bought 377 Morningstar shares in Q1 2026, an estimated $70K.
Morningstar made up ﹤0.01% of Amundi's portfolio in Q1 2026, its #1743 holding.
Amundi first reported a position in Morningstar in Q3 2022 and has held it in 14 quarters since.
Amundi's Morningstar position peaked at $64.6M in Q3 2024.
442 funds tracked by Wall St. Rank held Morningstar as of Q1 2026.

Based on Amundi's 13F filing for Q1 2026, filed 18 May 2026.